Are Anthropic and OpenAI destined to become the Coke vs. Pepsi of AI? - Yahoo Finance
By Google News AI ·
Host and "The Buy Side" author Turney Duff turns to his expert panel to discern whether his analogy that Anthropic (ANTH.PVT) and OpenAI (OPAI.PVT) are Coca-Cola and Pepsi, respectively, holds weight.Today's panel includes Hennion & Walsh CIO Kevin Mahn, Neostellar Principal Willy Lee, Grenadilla Advisory Founder and CEO Anna Rathbun, and Futurum Chief Market Strategist Shay Boloor.
Okay, Anthropic is to Coca-Cola as Open AI is to Pepsi.
I I think you're 100% wrong. I think when you look at the inflection of what Open AI has done. Yeah, okay, I think I I understand that analogy. I I think if you ask me six months ago what the private markets were feeling, I think you would be spot on. I think that the private markets felt like Open AI was losing a bit of the the momentum and that and traffic was eating their lunch. And I think today what you're seeing is that narrative start to flip in almost entirely, right? This Open A has this amazing consumer access vehicle and as you see news come into proliferation, they have this great distribution with do with with their ability to proliferate dots to do the personal agent piece. Right? Because it had that that channel. That's not their strong suit, that's not what they've done. They've been focused on the enterprise. And now you see reports that Open AI's enterprise business is greater than their consumer business, right? So they're clearly winning on the enterprise side. What I think everybody is missing in the public markets where we get a lot of confidence in the private markets. This is the whole question of whether or not there's this AI growth second leg that everybody needs to get comfortable with in the next couple of years is when these large language model companies release models, they release the smartest one…
Originally published by Google News AI
